Steve Anderson

Steve Anderson is retired from Charles Schwab, where he served as a Managing Director and member of Schwab’s Executive Council. Most recently, he led Workplace Services, which includes four businesses supporting employers and their employees: Schwab Retirement Plan Services, which administers 401(k), defined benefit, and nonqualified deferred compensation plans; Schwab Stock Plan Services, which offers a range of equity compensation and employee stock purchase plans; Schwab Designated Brokerage Services, which provides trade monitoring services; and Schwab Retirement Business Services, which provides trust/custody, self-directed brokerage and recordkeeping technology platforms to independent plan recordkeepers, advisors and institutional retirement firms. In prior roles, Anderson was responsible for developing investing and banking solutions for affluent retail investors and clients of independent registered investment advisors. He served as head of Schwab Retirement Plan Services and also managed various business units in Schwab Investor Services, where he was responsible for the sales, service, and investment advice efforts of Schwab’s retail branch network, with more than 420 U.S. locations as well as international offices. Before joining Schwab in 1999, Anderson provided insurance planning for businesses and high-net-worth individuals. Anderson has been in the financial services industry for more than 40 years and has extensive management, sales, and client service experience. Anderson has served in many community leadership positions including director for a community hospital board, a hospital foundation, a hospice organization, and a city school foundation. He was formerly on the Board of Directors of the Charles Schwab Foundation. He is currently serving as a Trustee on the Miami University Board of Trustees and as a Director on the Miami University Foundation Board, He is a graduate of Miami University and has completed the Harvard Business School General Management Program.